HB Wealth Management’s Atlanticus Holdings ATLC Stock Holding History

HB Wealth Management’s Portfolio ATLC Stock Details ATLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.2M	Buy	118,939 +151	+0.1%	+$12.2K	0.07%	151
2026 Q1	$6.23M	Buy	118,788 +112,407	+1,762%	+$6.29M	0.04%	223
2025 Q4	$427K	Buy	6,381 +5	+0.1%	+$294	﹤0.01%	970
2025 Q3	$374K	Buy	+6,376	New	+$385K	﹤0.01%	978
2025 Q2	–	Sell	-6,376	Closed	-$326K	–	1174
2025 Q1	$326K	Hold	6,376	–	–	﹤0.01%	929
2024 Q4	$356K	Hold	6,376	–	–	﹤0.01%	752
2024 Q3	$224K	Sell	6,376 -2,000	-24%	-$66.1K	﹤0.01%	859
2024 Q2	$236K	Hold	8,376	–	–	﹤0.01%	794
2024 Q1	$248K	Hold	8,376	–	–	﹤0.01%	723
2023 Q4	$324K	Hold	8,376	–	–	﹤0.01%	587
2023 Q3	$254K	Hold	8,376	–	–	﹤0.01%	615
2023 Q2	$352K	Hold	8,376	–	–	0.01%	507
2023 Q1	$227K	Hold	8,376	–	–	﹤0.01%	635
2022 Q4	$219K	Buy	+8,376	New	+$223K	﹤0.01%	621
2022 Q2	–	Sell	-4,000	Closed	-$207K	–	581
2022 Q1	$207K	Hold	4,000	–	–	﹤0.01%	557
2021 Q4	$285K	Buy	+4,000	New	+$267K	0.01%	400

Other funds holding ATLC

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HB Wealth Management's ATLC Position: Q2 2026 in Review

HB Wealth Management increased its Atlanticus Holdings (ATLC) stake by 0.13% in Q2 2026, buying an estimated $12.2K and bringing the position to 118,939 shares worth $12.2M. The position accounts for 0.07% of the portfolio, ranked #151.

HB Wealth Management first reported a position in ATLC in Q4 2021 and has held it in 16 quarters since. 148 funds tracked by Wall St. Rank hold ATLC as of Q2 2026.

HB Wealth Management held 118,939 shares of Atlanticus Holdings worth $12.2M as of Q2 2026.
HB Wealth Management bought 151 Atlanticus Holdings shares in Q2 2026, an estimated $12.2K.
Atlanticus Holdings made up 0.07% of HB Wealth Management's portfolio in Q2 2026, its #151 holding.
HB Wealth Management first reported a position in Atlanticus Holdings in Q4 2021 and has held it in 16 quarters since.
148 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.